See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,710 | $104,106-58.0% | $71,086-38.5% | $135,375-67.7% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.7%+32.8pp | 82.6%+4.9pp |
| Annual return | -17.55% | 1256.30%-1273.9pp | 650.59%-668.1pp | 519.73%-537.3pp |
| Employer contribution / active EE | $2,103 | $1,485+41.6% | $1,088+93.4% | $4,779-56.0% |
| Participant deferral / active EE | $11,849 | $2,527+368.9% | $1,874+532.2% | $5,609+111.3% |
| Admin fee / account holder | $488 | $4,142-88.2% | $3,082-84.2% | $10,827-95.5% |